The Outstanding Payments by Contact metric in Xero shows the total amount of unpaid invoices and bills for each contact or customer, which can help businesses manage their cash flow and prioritize collection efforts.
With Databox you can track all your metrics from various data sources in one place.
Used to show comparisons between values.
Databox is a business analytics software that allows you to track and visualize your most important metrics from any data source in one centralized platform.
To track Outstanding Payments by Contact using Databox, follow these steps:
Databox fetches data for all the contacts and checks each contact’s Accounts Receivable balance. Only data for accounts for which the balance is not equal to 0 will then be displayed.
When using Xero metric ‘Outstanding Payments by Contact’ in Databox, all contacts without their currency returned via API will have the default currency displayed in Databox, even though their actual currency (seen in Xero) could be different. This is due to Xero’s API limitations that do not support currency conversions.
The same limitation applies to the Xero metric ‘Overdue Payments by Contact’.
The Profit and Loss by Subtype metric in Xero allows users to view their company's income and expenses broken down by specific subcategories, providing a detailed analysis of the financial performance of each area of the business.
The Cash Received by Bank Account metric tracks the total amount of cash received by a specific bank account over a given period of time. It includes all payments, deposits, and other sources of revenue that have been credited to the account.
Cash Spent is a financial metric that tracks the total amount of cash a company has spent over a given period of time. It helps businesses assess their expenses and manage their cash flow effectively.
The Purchase Orders by Contact metric in Xero measures the total number and value of purchase orders associated with each contact (e.g. vendor, supplier) in the system.
Other Income is a revenue source recorded in Xero that is not derived from a business's primary activity or core operations. It includes proceeds from one-time events, investments, or sale of assets.
The Debtors metric in Xero measures the total amount of money owed to a company by its customers, indicating the level of outstanding debts and the company's ability to collect payment.
The Creditors metric in Xero tracks the amount of money a business owes to its suppliers or vendors for goods or services received but not yet paid. It helps monitor the company's financial liability and cash flow management.
Quotes Declined Value is a metric showing the total value of customer quotes that were rejected or declined, indicating potential issues in sales strategies and areas for improvement.